Current Opening: Financial Planner
Become Part of Something Built to Last
For over three decades, Stepp & Rothwell has helped families make confident financial decisions through comprehensive planning, exceptional service, and
long-term relationships.
We’re intentionally growing our Planning team and are seeking an experienced Financial Planner who shares our commitment to technical excellence, integrity,
and putting clients first.
This isn’t a production-based sales position.
It’s an opportunity to become a trusted advisor to established client families while working alongside a collaborative team that believes comprehensive planning
changes lives.
In This Role You Will
- Lead ongoing relationships with established client families
- Develop comprehensive financial planning recommendations
- Conduct client meetings independently
- Coordinate with attorneys, accountants, and other professionals
- Lead and mentor members of the planning team
- Ensure recommendations are implemented accurately
- Help clients navigate life’s most important financial decisions
You’ll Thrive Here If…
- You enjoy solving complex planning problems.
- You believe relationships matter more than transactions.
- You take ownership without being asked.
- You value collaboration over competition.
- You pursue excellence without sacrificing humility.
- You believe clients deserve proactive advice—not reactive service.
Why Advisors Choose Stepp & Rothwell
- Established client relationships
- Comprehensive planning focus
- Collaborative team environment
- Long-term client relationships
- Exceptional support staff
- Opportunity for professional growth
- Independence and professional judgment are valued
Our Financial Planners are expected to become exceptional advisors—not rainmakers. Business development is handled by the firm’s principals, allowing our planners to focus on delivering outstanding advice and deepening client relationships.